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Managing Your Conference
 Efficiently and Effectively
GlobalStar Travel Management LLC
       Annual Conference
             Miami, FL
                   Presented By
                     Jim Alkon
     VP, Corporate Travel & Meetings Practice


                  May 17, 2011
“The Meeting Planner”




Self Portrait
circa 2011
A few words about
the meetings business
Fact: Your clients are planning meetings

                     Board meetings
Corporate meetings

User groups          Product launches

Trade shows          Client receptions

Incentive trips      Fundraisers
Fact: The corporate meetings
               market is enormous
• Corporations spend
  $54.3 billion on meetings
• 45% outsource some of them
• 18% outsource at least half of them
• 10% outsource most or all of them

Corporations are using third parties to manage
  about $5-8 billion in meetings business
                            Source: PhoCusWright study
The future looks bright:
      meeting spending likely to go up
5k+ employees             64%




    500-4,999         51%

                                                           Increase Spending
                                                           No Change
      100-499             43%                              Decrease Spending


 Less than 100        34%
                                                           Source: PhoCusWright


                 0   20         40   60   80   100   120
Who manages meetings?
        Administrative assistant

     Corporate           Travel manager
    meeting and
   event planner

             Procure-        THIRD
 Marketing
   exec
               ment         PARTIES
              official
The larger the company,
     greater chance to use a third party
80
                                             70%
70
60                              58%

50
40                    37%
       34%                                              Use Intermediaries
30                                                      Direct with Suppliers
20
10
                                                               Source: PhoCusWright
0
      less than 100   100-499   500-4,999     5k+
                                            employees
Why some companies prefer to outsource

• More services becoming available from more
  sophisticated TMCs
• Economic factors
• Trust in web-based tools like never before
• TMCs with greater purchasing efficiencies
• TMCs have established confidence already
  handling corporate travel relationship
Another factor in the mix:
 merging responsibilities…..
  More travel managers are picking up
responsibility for managing the meetings
   function within their organizations
…which brings in new challenges
         for these travel managers
• Time commitment
• Meeting planners seeking
  “ownership” for their events
• Internal politics --
  lack of cooperation
  between departments – tension with marketing
• Capturing and coordinating info
• Issues with mandating policy
• Lack of a champion within top management
• Who needs the headaches?
When it comes to process and efficiency,
    meetings departments are asking…
• Is our team ‘maxed out’ with too many tasks and not enough
  time to do them?

• Do we have the proper tools to manage
  the team, manage our inventory and track budgets?

• Are we using multiple technology solutions
  and finding it hard to collect meaningful data?

• Are we optimizing your marketing efforts and driving
  registrations at the highest rate?

• Are we creating the best attendee experience?
What you need to get the job done
• A robust registration site that tracks activity in real time

• A focused marketing campaign that cuts conversion costs

• One, flexible, integrated event management platform that
  captures all data and allows for easy analysis and action

• A solution that engages attendees and extends their ROI

• Peace of mind
A golden opportunity for agencies
• Establish new niche in marketplace
• Create new revenue streams
• Improve relationship with existing contacts at
  client companies
• Expand contacts at client companies
• Establish new service areas
• Set infrastructure for attracting new accounts
• Can you be creative?
Intelligent event management
 as a value-add to your clients

     What you should know.
       What you can do.
     How you can capitalize.
A basic template for events:
Is this how your clients operate?




  Event           Event              Attendee
 Creation        Marketing          Experience

       Project Management / Data Analysis
What agencies need to know
to help their clients with meetings

Project             Event Creation    Attendee
Management          • Event Website   Experience
• Budget            • Registration    • Connection Tools
• Timelines         • Marketing       • Marketing
• Task Assignment   • Seating         • Social Media
• Venue Selection   • Booth Mgmt.     • Mobile Apps
• Inventory Mgmt.                     • Survey
can help you help your clients

• 13 integrated modules manage every key step along the
  event planning lifecycle
• Created by meeting planners for meeting planners
• Dedicated to ease of use, productivity and ROI for event
  staff and maximizing experience/relevance for registrants
• Track record of success ranging from top brands to small
  and mid-sized organizations
• Cited for event technology innovation
• Constant development stream to meet changing needs of
  the marketplace
• Exceptional touch!
A solution that is effective and efficient

• All-inclusive: 13 modules keep all activity under one source
• Integrated: Seamless information flow across online travel
  booking, webinar registration, marketing automation, CRM
  and financial software
• Efficient: Better processes cut set-up time and free up staff
• Fluid: Easy path for delegates, optimizes attendee count
• Comprehensive: Pinpoint reporting provides leverage in
  vendor negotiations and better planning for future events
• Global in a flash: Simply converts into one of 27 languages
• SaaS: No renewals, licenses, updates to bog you down
• Priced right: No startup fees, free training, great value
Event
                            Registration       Marketing
                 Website


Seating, Booth                                             Attendee
 Management                                                  Value


 Time, Cost
                                                            Survey
   Savings


   Spend
                                                             ROI
  Analysis                          Meetings
                                    Efficiencies

              Agencies as                       Project
                            Budgeting
                Experts                       Management
eReg       eConnect               eScan



eHome                                                     eRFP



eBooth                                                    eWiki



eBudget                                               eMarketing


                            Event Lifecycle
eSurvey                                                  eMobile



          eScheduler   eSeating               eProject
Questions to consider
• Am I serious about growing the meetings biz?
• Can I help educate my clients about meetings?
• Can I expand my services for meetings?
• Can I create a full-fledged MICE department?
• Will I refer a reliable, top-notch web-based event
  services company to my clients as a value-add?
• Will I be the hands-on, go-to source to perform
  meetings services for my clients knowing I have a
  reliable, efficient event mgmt. tool working for me?
Learn more about etouches
* Web Demo
* Free Trial
* Chat with us

                 www.etouches.com

                    Jim Alkon
                  203-403-9008
             jalkon @ etouches.com

                   Thank You
eReg         eConnect    eScan

     Registration
eHome                                             eRFP
       •   Robust, easy to use
       •   Fully customizable                     eWiki
 eBooth
       •   Attendee categories
       •   Conditional logic
eBudget•   Global/Multilingual                eMarketing
       •   Security compliance
       •   Detailed reporting
eSurvey                                          eMobile
       •   Integrations
       •   Payment collection
           eScheduler      eSeating   eProject
eReg          eConnect          eScan

    Marketing
eHome                                                 eRFP
   • Email tool to create demand
   • Set campaign in advance
                                                      eWiki
   • Use
 eBooth pre- and post-event

   • html, text or both
   • No design experience needed
eBudget                                           eMarketing
   • Create and upload mailing lists
   • View recipient behavior
   • Detailed click-through reports
eSurvey                                              eMobile

   • Scrubs list, manages unsubscribers
        eScheduler       eSeating         eProject
eReg       eConnect    eScan

    Survey
eHome                                          eRFP
    • Track trends pre-event
    • Quality checks
 eBooth                                        eWiki
    • Take attendee temperature
    • Post-event surveys
    • Create custom questions
eBudget                                    eMarketing
    • Graphical stats output
eSurvey                                       eMobile



          eScheduler    eSeating   eProject
eReg        eConnect         eScan

    Attendee Value
                                               eRFP
 • Seamless
eHome          registration experience
   • Connect with other attendees pre and post
   • Constant marketing communication
 eBooth                                        eWiki
   • Manage exhibit, session time
   • Personalize agenda
                                             eMarketing
   • Mobile app
eBudget

   • Matchmaking
eSurvey                                             eMobile



          eScheduler     eSeating        eProject
eReg          eConnect    eScan

    Travel, Hotel Booking
eHome                                             eRFP
  • Online corporate air travel
    booking integration
 eBooth                                           eWiki
  • Tracks compliance
  • Hotel booking capability
  • Capture details, arrival info
eBudget                                       eMarketing



eSurvey                                          eMobile



          eScheduler       eSeating   eProject
eReg       eConnect         eScan

     Time, Cost Savings
eHome                                               eRFP
       •Streamline procedures
       •Vendor negotiating leverage                 eWiki
 eBooth
       •Automated processes
       •Less manual logistics management
eBudget•Raise efficiency and free up staff       eMarketing
        to focus on other responsibilities
      • Do it once, then clone it
eSurvey                                            eMobile
      • Create library of resources
      • Go global by hitting one key
           eScheduler   eSeating        eProject
eReg         eConnect         eScan

   Return on Investment: was
   the event worth it to the sponsor?
eHome                             eRFP

        •   Attendee benefits
 eBooth •   Attendee surveys                      eWiki

        •   Post-event attendee actions
        •   Feedback mechanisms                 eMarketing
eBudget
        •   Set evaluation metrics
        •   Measure by volume (# participants)
eSurvey •   Measure by revenue (how much $ taken in)
                                                 eMobile
        •   Measure by goals and objectives (what did
            you accomplish – will you repeat)
            eScheduler      eSeating        eProject
eReg       eConnect   eScan

    Spend Analysis
eHome                                         eRFP
   • Cross-event reporting
   • Spend by vendor
   • Cost per attendee
 eBooth                                       eWiki
   • Hotel block management
   • Marketing efficiencies
eBudget                                   eMarketing
   • Real-time updating

eSurvey                                      eMobile



          eScheduler   eSeating   eProject
eReg       eConnect      eScan

    Strategic Meetings Management
                                                 eRFP
 • Centralize
eHome          processes
  • Manage events at account level
  • Analyze all spending metrics
 eBooth                                          eWiki
  • Track policy compliance
  • Increase efficiency
                                             eMarketing
  • Maximize cost savings
eBudget

  • Measure progress
eSurvey                                         eMobile



          eScheduler    eSeating     eProject
eReg         eConnect          eScan

    Agencies as Experts
eHome                                                 eRFP
  • Tool to manage all key event functions for clients
  • You are in control from start to finish
 eBooth                                             eWiki
  • Seamless for your customers
  • Existing expertise in travel, destinations, venues
  • Expand existing corporate relationships eMarketing
eBudget
  • Forge new corporate relationships
  • Manage internal events
eSurvey                                              eMobile



          eScheduler      eSeating        eProject
eReg         eConnect          eScan

    Budgeting
                                                 eRFP
 • Gain
eHome    control, insight into expenses and revenue
  • Create budget for approval
  • Track flow-through real-time performance eWiki
 eBooth
  • Links to eReg
  • Track per-vendor spend
                                               eMarketing
  • Generate
eBudget

    variance reports
eSurvey                                              eMobile



          eScheduler      eSeating        eProject
eReg       eConnect       eScan

    Project Management
eHome                                            eRFP
     • Develop event timelines
     • Assign tasks and ownership
                                                 eWiki
     •
 eBooth Monitor progress

     • Send alerts, reminders
     • Manage room, equipment inventory
eBudget                                       eMarketing



eSurvey                                         eMobile



          eScheduler   eSeating      eProject
eReg         eConnect         eScan

    Seating, Booth Management
eHome                                                 eRFP
    • Seating for banquets, galas, golf
    • Auto-seat functionality
 eBooth                                               eWiki
    • Manage multiple seating for
      same event
    • Visual exhibit floor plan
eBudget                                           eMarketing
    • Online booth purchase
eSurvey                                              eMobile



          eScheduler      eSeating        eProject
eReg         eConnect   eScan

    Event Website
eHome                                           eRFP
    • Custom tabbed website
    • All events home page
 eBooth                                         eWiki
    • All event content, info
    • Easy creation (non-tech)
    • Multilingual
eBudget                                     eMarketing



eSurvey                                        eMobile



          eScheduler     eSeating   eProject

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etouches Presents "Managing Your Conference Effectively & Efficiently"

  • 1. Managing Your Conference Efficiently and Effectively GlobalStar Travel Management LLC Annual Conference Miami, FL Presented By Jim Alkon VP, Corporate Travel & Meetings Practice May 17, 2011
  • 2. “The Meeting Planner” Self Portrait circa 2011
  • 3. A few words about the meetings business
  • 4. Fact: Your clients are planning meetings Board meetings Corporate meetings User groups Product launches Trade shows Client receptions Incentive trips Fundraisers
  • 5. Fact: The corporate meetings market is enormous • Corporations spend $54.3 billion on meetings • 45% outsource some of them • 18% outsource at least half of them • 10% outsource most or all of them Corporations are using third parties to manage about $5-8 billion in meetings business Source: PhoCusWright study
  • 6. The future looks bright: meeting spending likely to go up 5k+ employees 64% 500-4,999 51% Increase Spending No Change 100-499 43% Decrease Spending Less than 100 34% Source: PhoCusWright 0 20 40 60 80 100 120
  • 7. Who manages meetings? Administrative assistant Corporate Travel manager meeting and event planner Procure- THIRD Marketing exec ment PARTIES official
  • 8. The larger the company, greater chance to use a third party 80 70% 70 60 58% 50 40 37% 34% Use Intermediaries 30 Direct with Suppliers 20 10 Source: PhoCusWright 0 less than 100 100-499 500-4,999 5k+ employees
  • 9. Why some companies prefer to outsource • More services becoming available from more sophisticated TMCs • Economic factors • Trust in web-based tools like never before • TMCs with greater purchasing efficiencies • TMCs have established confidence already handling corporate travel relationship
  • 10. Another factor in the mix: merging responsibilities….. More travel managers are picking up responsibility for managing the meetings function within their organizations
  • 11. …which brings in new challenges for these travel managers • Time commitment • Meeting planners seeking “ownership” for their events • Internal politics -- lack of cooperation between departments – tension with marketing • Capturing and coordinating info • Issues with mandating policy • Lack of a champion within top management • Who needs the headaches?
  • 12. When it comes to process and efficiency, meetings departments are asking… • Is our team ‘maxed out’ with too many tasks and not enough time to do them? • Do we have the proper tools to manage the team, manage our inventory and track budgets? • Are we using multiple technology solutions and finding it hard to collect meaningful data? • Are we optimizing your marketing efforts and driving registrations at the highest rate? • Are we creating the best attendee experience?
  • 13. What you need to get the job done • A robust registration site that tracks activity in real time • A focused marketing campaign that cuts conversion costs • One, flexible, integrated event management platform that captures all data and allows for easy analysis and action • A solution that engages attendees and extends their ROI • Peace of mind
  • 14. A golden opportunity for agencies • Establish new niche in marketplace • Create new revenue streams • Improve relationship with existing contacts at client companies • Expand contacts at client companies • Establish new service areas • Set infrastructure for attracting new accounts • Can you be creative?
  • 15. Intelligent event management as a value-add to your clients What you should know. What you can do. How you can capitalize.
  • 16. A basic template for events: Is this how your clients operate? Event Event Attendee Creation Marketing Experience Project Management / Data Analysis
  • 17. What agencies need to know to help their clients with meetings Project Event Creation Attendee Management • Event Website Experience • Budget • Registration • Connection Tools • Timelines • Marketing • Marketing • Task Assignment • Seating • Social Media • Venue Selection • Booth Mgmt. • Mobile Apps • Inventory Mgmt. • Survey
  • 18. can help you help your clients • 13 integrated modules manage every key step along the event planning lifecycle • Created by meeting planners for meeting planners • Dedicated to ease of use, productivity and ROI for event staff and maximizing experience/relevance for registrants • Track record of success ranging from top brands to small and mid-sized organizations • Cited for event technology innovation • Constant development stream to meet changing needs of the marketplace • Exceptional touch!
  • 19. A solution that is effective and efficient • All-inclusive: 13 modules keep all activity under one source • Integrated: Seamless information flow across online travel booking, webinar registration, marketing automation, CRM and financial software • Efficient: Better processes cut set-up time and free up staff • Fluid: Easy path for delegates, optimizes attendee count • Comprehensive: Pinpoint reporting provides leverage in vendor negotiations and better planning for future events • Global in a flash: Simply converts into one of 27 languages • SaaS: No renewals, licenses, updates to bog you down • Priced right: No startup fees, free training, great value
  • 20. Event Registration Marketing Website Seating, Booth Attendee Management Value Time, Cost Survey Savings Spend ROI Analysis Meetings Efficiencies Agencies as Project Budgeting Experts Management
  • 21. eReg eConnect eScan eHome eRFP eBooth eWiki eBudget eMarketing Event Lifecycle eSurvey eMobile eScheduler eSeating eProject
  • 22. Questions to consider • Am I serious about growing the meetings biz? • Can I help educate my clients about meetings? • Can I expand my services for meetings? • Can I create a full-fledged MICE department? • Will I refer a reliable, top-notch web-based event services company to my clients as a value-add? • Will I be the hands-on, go-to source to perform meetings services for my clients knowing I have a reliable, efficient event mgmt. tool working for me?
  • 23. Learn more about etouches * Web Demo * Free Trial * Chat with us www.etouches.com Jim Alkon 203-403-9008 jalkon @ etouches.com Thank You
  • 24. eReg eConnect eScan Registration eHome eRFP • Robust, easy to use • Fully customizable eWiki eBooth • Attendee categories • Conditional logic eBudget• Global/Multilingual eMarketing • Security compliance • Detailed reporting eSurvey eMobile • Integrations • Payment collection eScheduler eSeating eProject
  • 25. eReg eConnect eScan Marketing eHome eRFP • Email tool to create demand • Set campaign in advance eWiki • Use eBooth pre- and post-event • html, text or both • No design experience needed eBudget eMarketing • Create and upload mailing lists • View recipient behavior • Detailed click-through reports eSurvey eMobile • Scrubs list, manages unsubscribers eScheduler eSeating eProject
  • 26. eReg eConnect eScan Survey eHome eRFP • Track trends pre-event • Quality checks eBooth eWiki • Take attendee temperature • Post-event surveys • Create custom questions eBudget eMarketing • Graphical stats output eSurvey eMobile eScheduler eSeating eProject
  • 27. eReg eConnect eScan Attendee Value eRFP • Seamless eHome registration experience • Connect with other attendees pre and post • Constant marketing communication eBooth eWiki • Manage exhibit, session time • Personalize agenda eMarketing • Mobile app eBudget • Matchmaking eSurvey eMobile eScheduler eSeating eProject
  • 28. eReg eConnect eScan Travel, Hotel Booking eHome eRFP • Online corporate air travel booking integration eBooth eWiki • Tracks compliance • Hotel booking capability • Capture details, arrival info eBudget eMarketing eSurvey eMobile eScheduler eSeating eProject
  • 29. eReg eConnect eScan Time, Cost Savings eHome eRFP •Streamline procedures •Vendor negotiating leverage eWiki eBooth •Automated processes •Less manual logistics management eBudget•Raise efficiency and free up staff eMarketing to focus on other responsibilities • Do it once, then clone it eSurvey eMobile • Create library of resources • Go global by hitting one key eScheduler eSeating eProject
  • 30. eReg eConnect eScan Return on Investment: was the event worth it to the sponsor? eHome eRFP • Attendee benefits eBooth • Attendee surveys eWiki • Post-event attendee actions • Feedback mechanisms eMarketing eBudget • Set evaluation metrics • Measure by volume (# participants) eSurvey • Measure by revenue (how much $ taken in) eMobile • Measure by goals and objectives (what did you accomplish – will you repeat) eScheduler eSeating eProject
  • 31. eReg eConnect eScan Spend Analysis eHome eRFP • Cross-event reporting • Spend by vendor • Cost per attendee eBooth eWiki • Hotel block management • Marketing efficiencies eBudget eMarketing • Real-time updating eSurvey eMobile eScheduler eSeating eProject
  • 32. eReg eConnect eScan Strategic Meetings Management eRFP • Centralize eHome processes • Manage events at account level • Analyze all spending metrics eBooth eWiki • Track policy compliance • Increase efficiency eMarketing • Maximize cost savings eBudget • Measure progress eSurvey eMobile eScheduler eSeating eProject
  • 33. eReg eConnect eScan Agencies as Experts eHome eRFP • Tool to manage all key event functions for clients • You are in control from start to finish eBooth eWiki • Seamless for your customers • Existing expertise in travel, destinations, venues • Expand existing corporate relationships eMarketing eBudget • Forge new corporate relationships • Manage internal events eSurvey eMobile eScheduler eSeating eProject
  • 34. eReg eConnect eScan Budgeting eRFP • Gain eHome control, insight into expenses and revenue • Create budget for approval • Track flow-through real-time performance eWiki eBooth • Links to eReg • Track per-vendor spend eMarketing • Generate eBudget variance reports eSurvey eMobile eScheduler eSeating eProject
  • 35. eReg eConnect eScan Project Management eHome eRFP • Develop event timelines • Assign tasks and ownership eWiki • eBooth Monitor progress • Send alerts, reminders • Manage room, equipment inventory eBudget eMarketing eSurvey eMobile eScheduler eSeating eProject
  • 36. eReg eConnect eScan Seating, Booth Management eHome eRFP • Seating for banquets, galas, golf • Auto-seat functionality eBooth eWiki • Manage multiple seating for same event • Visual exhibit floor plan eBudget eMarketing • Online booth purchase eSurvey eMobile eScheduler eSeating eProject
  • 37. eReg eConnect eScan Event Website eHome eRFP • Custom tabbed website • All events home page eBooth eWiki • All event content, info • Easy creation (non-tech) • Multilingual eBudget eMarketing eSurvey eMobile eScheduler eSeating eProject